How Can We Help?
Point of Sale
Display Customer Account or Deposit Balance [#65867]
Opportunity
When making a sale, knowing the Customer’s account or deposit balance is helpful to the salesperson. To access this information, they would have to access the Customer’s dashboard page, which was inconvenient and time consuming with a customer waiting.
Solution
We’ve added the Customer’s balance information to the top of the Payment popup. When clicking the green “Pay” button on a Sales Order, will now see this information displayed at the top of the box:
For non-account customers, it will show their deposit balance instead:
Permission to Delete Payments
Opportunity
Managers requested the ability to allow or restrict deletion of payment lines on Point of Sale based on their user roles.
Solution
We have added a new permission on our Access Controls page. The "Delete Payment Line" permission can be found under the "Point of Sale" category. Disabling this permission will block deletion of payment lines for Sales Orders in any status.
Rental
Split Model and Class Searcher on New Rental Category Timeline [#65393]
Opportunity
Previously, the text searcher on the Rental Category Timeline combined both Model and Class searching at once. Rental clerks complained that when they searched by a Machine’s Class specifically, it would display no Models underneath, because the searcher required that both Model and Class match the search filter.
We split the text searcher into two separate inputs, for Models and Classes:
Users can still use the Model searcher to limit results to Models whose Make, Model, or Description matches the filter. Additionally, the Class searcher can be used to limit results to Classes whose name matches the filter.
Having both options available allows users to precisely specify which results they are looking for.
Machine Rental Rates Location Prioritization [#66277]
Opportunity
Rental Managers noticed that when viewing a Machine Dashboard, the rental rates from a different location would show first by default, causing confusion. They wanted the system to prioritize the user's location-specific rental schedule instead.
Solution
We’ve updated the Rental Rates menu so that rental rates matching the user’s current location are shown at the top of the list. Additionally, we added location badges to clearly identify which rental schedule belongs to which location, making it easier to find the correct rates quickly.
Shopify
Shopify Link Information on Item Dashboard
Opportunity
Managers using Flyntlok's Shopify integration requested more insight into a Shopify-linked Item's status. Previously, we would only show if an Item was initially linked to Shopify. Modifications made to the Item in Shopify that resulted in a de-sync was not being communicated clearly on our Item Dashboard. This led to confusion about the actual sync status of the Item.
Solution
The "In Shopify" checkmark at the top of Item Dashboard has been replaced with a dedicated Shopify section in Item Dashboard. This allows you to view more details, including connection status of the Product, sync status, and the last sync time:
An Item with no Shopify link will display as "Unlinked":
In the case of a linked item that can no longer be found in your Shopify store, the Item's connection status is displayed as "Previously Linked":
Additionally, there are two buttons to external pages provided: "View in Shopify Store" directs you to your storefront's Product page. "Edit in Shopify" directs you to the Product on your Shopify Admin page.
Receiving
Bulk Serial Number Entry on MPO Voucher
Opportunity
Dealers receiving large quantities of Models requested a more streamlined way to enter Machine serial numbers in bulk. While Flyntlok previously supported bulk entry via barcode scanning, we did not have support for bulk text entry. This is especially important for dealers who prefer to enter serial numbers from a vendor's invoice before physically receiving the stock.
Solution
To use this feature, click the "Enter Serial Numbers" button near the top of an MPO Voucher:
From this dialog, select a Model, then type or paste in the serial numbers. Serial numbers can be separated by line breaks, commas, or a mix of both:
Check "Detect duplicates" to remove any duplicates before proceeding to the next step.
Clicking on "Next" will reveal the preview. From here you can verify that the serial numbers to be applied look correct. We will also display warnings if too many serial numbers were entered as compared to the number of machines on the voucher. If too many are entered, you can remove lines as needed, or click on "Back" to restart the process.
Use the "Overwite existing serial numbers" checkbox if you wish to ignore any existing serial numbers entered on that model. This is especially useful for dealers who use a placeholder serial number.
Resolved Issues
Editing Comments on Received Transfers [#65581]
Complaint: Parts Managers asked for the ability to edit comments on Part Transfers that have been received.
Correction: Comments can now be edited.
Unable to add new “Work Action” [#65942]
Complaint: Service Managers noted that they were sometimes not able to add a new “Work Action” through the Work Actions Admin Editor.
Correction: Fixed.
Changes to Rental Defaults not Persisting [#66006]
Complaint: Rental Managers mentioned that when attempting to edit the default title or body for a contract in Rental Settings, the changes were not appearing on newly created Rental Contracts.
Correction: Fixed.
Missing Creator and Timestamp on Printed Voucher [#65973]
Complaint: Inventory Managers noted that when printing a Receiving Voucher PDF, the footer did not contain the "Generated by" user and timestamp info that commonly appeared on other PDFs.
Correction: Fixed.
Incorrect Model Option Currency [#65836]
Complaint: Inventory Managers complained that when adding a Model Option, sometimes the currency would not be correctly set.
Correction: Fixed. It will now default to the Vendor's currency when adding a new Model Option.
Mobile Machine Dashboard Liabilities Balance [#66053]
Complaint: Managers reported that under the Balance Sheet section on the mobile version of the Machine Dashboard, the Liabilities section was not accurate and would always appear as $0.00.
Correction: Fixed.
Category Timeline Showing No Conflicts [#66168]
Complaint: Rental Clerks reported that sometimes the “Category Timeline” view on the New Rental page would report no conflicts, even when the Model had Machines that were out on rent.
Correction: Fixed.
Conflicts not Showing on Rental Timeline View [#66300]
Complaint: Rental Clerks noticed that some machines showed days with conflicts (denoted by colored cells), but when they clicked on the cell the pop up would show “No Conflicts”.
Correction: Fixed.
Cores Duplicated on Purchase Order Printout [#66232]
Complaint: When printing a Purchase Order, core items were appearing twice on the PDF.
Correction: Fixed.
Damage Waiver Not Auto-Enabled for New Customers [#66246]
Complaint: Damage waivers were not being automatically applied to new customers without insurance.
Correction: Fixed.
Sparks 'Account' Payment Option Missing [#66210]
Complaint: Customers using Sparks were unable to select the "Account" payment method and were forced to use a credit card to place orders.
Correction: Fixed. We've restored the "Account" payment option for eligible customers in Sparks.
Spaces in John Deere Part Numbers [#66553]
Complaint: Parts Managers noticed that John Deere information was failing to load with Flyntlok’s API link to John Deere for some parts.
Correction: Fixed. The lookup now ignores white spaces at the start or end of part numbers.
Timing on Issue Dashboard [#66620]
Complaint: Managers reported times were showing in the incorrect timezone on the Issue Dashboard.
Correction: Fixed. Times shown on the Issue Dashboard will be displayed in the current location’s timezone.
Requesting Parts on Mobile Work Order [#66385]
Complaint: Technicians reported that some parts they search for on the desktop Work Order don’t appear in the search results when requesting parts on Mobile Work Orders.
Correction: Fixed.
Unable to Cancel Receiving Voucher Reversal [#66098]
Complaint: Parts Managers complained that they were not able to cancel a Reversal on Part Receiving Vouchers.
Correction: Fixed.
Reversing AvaTax Rental Returns [#65953]
Complaint: Rental Clerks with AvaTax integration noted that they were sometimes unable to reverse Invoices.
Correction: Fixed. This issue only affected reversing of Rental Return invoices whose original sale was processed by AvaTax.
MPO Voucher Cost De-Sync Warning [#66323]
Complaint: Inventory managers using MPO Voucher's detail view complained that they were seeing a "De-sync on Machine Cost" warning even though no changes were being made to the cost.
Correction: Fixed. This was causing bugs in other editable fields on the same view, sometimes preventing the user from editing those fields.
Adding Notes to Issue Tickets [#66367]
Complaint: Managers mentioned that they were not able to add a note to an issue ticket immediately after submitting it.
Correction: Fixed a bug where the note input was not appearing on issues in "New" status.
Viewing Newest SMS on Work Order Dashboard [#66521]
Complaint: Service Writers noted that their customer SMS messages were displayed in the wrong order on the Activity Tab of Work Order Dashboard, displaying from oldest to newest.
Correction: Adjusted SMS message history on Work Order Dashboard to always display the newest messages first.
Blank Packing Slip PDF [#66552]
Complaint: Sales Managers mentioned that they were sometimes unable to print a Packing Slip, and that it would show up as a blank PDF.
Correction: Fixed a bug where special characters in a Customer’s contact record would sometimes cause an error in displaying Packing Slip PDFs.
Reservation Expiration Notification [#66605]
Complaint: Managers noted that their notifications for an expiring Machine Reservation was not showing the correct Machine ID.
Correction: Fixed.
Brand New Flyntlok Features [#1, #3]
Congratulations are due to Flyntlok staffers Michael F. who welcomed his first baby on April 25, a bouncing boy named Bogdan! And Dylan T. welcomed baby girl Willow (number 3) on May 6! These future Flyntlokers will be coding new features and closing out tickets in no time!!
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